Berman Capital Advisors’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$29K Buy
2021
Q2
$26K Buy
2021
Q1
$28K Buy
2020
Q4
$23K Buy
2020
Q3
$16K Hold
2020
Q2
$17K Buy
2020
Q1
$7K Buy
2019
Q4
$3K Buy
2019
Q3
$2K Sell
2019
Q2
$23K Buy
2019
Q1
$18K Buy
2018
Q4
$0 Buy